+645.5%
MSTR vs AMKR
+519.6%
+125.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.5% | +0.4% | -1.6% |
| 7D | -11.2% | +5.5% | -16.7% | -13.5% |
| 30D | +33.8% | -8.6% | +42.4% | +37.8% |
| 3M | +11.5% | -28.7% | +40.2% | +21.2% |
| 6M | -7.2% | +13.3% | -20.4% | -20.3% |
| YTD | -15.4% | +26.1% | -41.5% | -32.0% |
| 1Y | -60.6% | +101.2% | -161.8% | -75.0% |
| 3Y | +260.8% | +127.7% | +133.1% | +106.8% |
| 5Y | +108.8% | +90.9% | +18.0% | +27.6% |
| All | +645.5% | +519.6% | +125.9% | +225.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling